Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ACTIVEST WEALTH MANAGEMENT 07-30-2024 06-30-2024 711 303,928,992
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
BLACKBERRY LTD COM 801 $2,480 1,000 0.00 1,000 +Inf 06-30-2024
ROBINHOOD MKTS INC COM CL A 802 $2,453 108 0.00 0.00 0 0.00 06-30-2024
COURSERA INC COM 803 $2,418 338 0.00 0.00 0 0.00 06-30-2024
BRAINSTORM CELL THERAPEUTICS COM NEW 804 $2,397 7,080 0.00 7,080 +Inf 06-30-2024
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